Skip to main content
Planview Customer Success Center

CP 2022 Releases Feature List

For more detailed information, see the release notes.

           

ChangePoint 2022-R15 Release Notes (22.00.057.000)

  • Access to a custom section item can be restricted for users to any combination of the selected workgroups, resources, roles and/or features.

           

           

ChangePoint 2022-R14 Release Notes (22.00.056.000)

  • Installation/configuration – ChangePoint Mail Service – New AlwaysUseFromAddress setting for enforcing the use of the from address specified in the CPMail.exe.config file.

           

           

ChangePoint 2022-R13 Release Notes (22.00.055.000)

  • Contract products – revenue recognition settings can be set either on a product or its scheduled items
  • Resource Planner – Web.config setting to increase the number of time periods displayed

        

           

ChangePoint 2022-R12 Release Notes (22.00.054.000)

  • Enhanced product scheduling – schedule items can be created for contract products the same way as for fixed fees
  • Changepoint Administration (Resources > Sign in and Password Validation) – Option to validate new and updated user passwords against a global list of the most commonly-used passwords. This option is enabled by default.

           

           

ChangePoint 2022-R11 Release Notes (22.00.053.000)

  • Entity profiles – columns in the summary sections of entity profiles can be hidden by changing a setting in ChangePoint Administration (User Interface > Metadata).
  • Purchase order numbers now can be specified and tracked on contracts and invoices
  • Revenue recognition – credit and debit GL accounts can be specified and tracked on projects and tasks

       

           

ChangePoint 2022-R10 Release Notes (22.00.052.000)

New features and enhancements

  • Project Worksheet – Primary product field is now available to be added as a column to task views.
  • Products
    • the quantity for a product can be specified at the time of invoicing (for products for which the quantity may not be known in advance, such as managed service activities).
    • recurring schedule items for products can be created for contracts.
    • costs of scheduled services products can be identified and then tracked in reports by using new cost amount, debit GL account, and credit GL account fields on product milestones.
  • Reporting – Support for OData to access ChangePoint data for reporting and analytics. For information about installing and configuring the ChangePoint OData service, see the Changepoint 2022 Installation Guide, version 1.4.

           

          

ChangePoint 2022-R9 Release Notes (22.00.051.000)

New features and enhancements

  • Entity list views – added option to edit entity profiles
  • Resource Planner – added options to filter on availability (utilization and billable utilization), projects, and customers to the Manage Filters dialog
  • Time sheet
    • Tree view option (for regular tasks only) has been added to the Activities panel
    • Tooltips have been removed from cells in the task status, time entry, and Total columns
    • For locked tasks, the Details panel is read-only
    • For rejected time entries, the Details panel includes the rejection reason. If the Details panel is set to hidden, you can display it by clicking the time entry, and then pressing Enter.
  • Batch Time and Expenses Approval report – enhanced usability by providing ability to search for and select multiple resources and assigned approvers rather than select from flat lists.

           

           

ChangePoint 2022-R8 Release Notes (22.00.050.000)

New features and enhancements

  • General –  User interface, online help, and product documentation have been updated with the new logo and name.
  • Entity list views:
    • Search criteria for each list view is saved during the browser session
    • Alternate entity name for the entity is displayed in the list view (option must be enabled in ChangePoint Administration)
  • Time sheet:
    • status of tasks can be updated directly in the time sheet
    • copy time functionality has been refreshed
  • Project Worksheet – performance of the loading of preferred resources has been enhanced.
  • Installation/configuration – ChangePoint Mail Service – configuration parameters, which allow for connections to the SMTP server for authentication purposes have been added.

           

          

Changepoint 2022-R7 Release Notes (22.00.049.000)

New features and enhancements

  • Project Worksheet –time entry restrictions can be set on open tasks
  • List views – number of items in the current view is displayed beside the search field

           

           

Changepoint 2022-R6 Release Notes (22.00.048.000)

Entity list enhancements:

  • Requests list – request queues have been added as views
  • All views can be searched, including Favorites and Recents
  • Select all option has been added to filter options
  • Filter and search settings are saved for a view until changed by the user

Time sheet – search for activities includes the following fields

  • tasks – task name, customer, and project
  • requests – request number, description, and customer
  • non-project time – name of the non-project time item

           

          

Changepoint 2022-R5 Release Notes (22.00.047.000)

Summary sections in entity profiles

  • Default currency for Summary sections in entity profiles – Monetary values in the Summary sections of entity profiles are displayed in the entity currency by default. The currency can be changed to a single currency for all entities in Changepoint Administration > User interface > Display options.

Project Worksheet

  • Resource requests can be created for tasks and task assignments and can be edited in Project Worksheet.

Time sheet enhancements:

  • Details panel – sections are collapsible, which reduces the size of the panel. Also, the Details panel can span the Actions columns so there are few situations where there is not enough space for it to be displayed.
  • Time entries for audit-enabled projects require comments only when approved or rejected time entries are changed or resubmitted. Changes to unsubmitted time entries no longer require comments.

           

          

Changepoint 2022-R4 Release Notes (22.00.046.000)

Time sheet redesign

Redesign of the time sheet, which includes:

  • updated appearance
  • simplified navigation 
  • enhanced overall user experience
  • improved search capabilities

           

           

Changepoint 2022-R2 Release notes (22.00.044.000)

General

  • Invoices list view replaces the Invoices tree view
  • Requests list view replaces the Open Requests tree view

Project Worksheet

It is now possible to use FTEs in Project Worksheet to do the following:

  • allocate planned FTEs to daily or fiscal periods
  • allocate recurring planned FTEs
  • use a formula to allocate recurring planned FTEs in daily or fiscal periods. To allocate the same number of planned FTEs to consecutive daily or fiscal periods, using the following formula, enter the recurring planned FTE into the daily or fiscal period where you want the allocation to begin:
    [Planned FTEs] x [Number of daily or fiscal periods]
  • use replace planned FTEs or forecast FTE options, including:
    • replace planned FTEs with past actual FTEs and forecast FTEs
    • replace past planned FTEs with actual FTEs
    • replace forecast remaining FTEs with planned FTEs minus actual FTEs

New configuration setting for large projects

A new key MaxIncomingWebSocketMessageSize with the value set to 65536 is added to the WebSockets\Web.config file. The default value fixes the concurrent task locking issue in Project Worksheet for projects that have approximately 200 tasks. If you encounter this issue, the general guideline is to increase the key value by 65536 per 100 tasks above 200.           

           

           

Changepoint 2022-R1 Release (22.00.043.000)

  • Initial release of the Changepoint-Projectplace connector.

               

    NOTE

    The Changepoint-Projectplace connector is available on Changepoint SaaS only. For more information, see the Changepoint-Projectplace Connector Addendum.

  • Searches in entity list views – You can search for entities in the list views.
  • Contract limits card – legend added for icons.